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HDV

iShares Core High Dividend ETF

327 hedge funds and large institutions have $2.59B invested in iShares Core High Dividend ETF in 2017 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 125 increasing their positions, 108 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 22

16% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 108

5% more capital invested

Capital invested by funds: $2.46B → $2.59B (+$133M)

5% more funds holding in top 10

Funds holding in top 10: 2122 (+1)

2.22% more ownership

Funds ownership: 198.12%200.35% (+2.2%)

2% more funds holding

Funds holding: 321327 (+6)

Holders
327
Holders Change
+6
Holders Change %
+1.87%
% of All Funds
8.15%
Holding in Top 10
22
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.76%
% of All Funds
0.55%
New
32
Increased
125
Reduced
108
Closed
22
Calls
$2.78M
Puts
Net Calls
+$2.78M
Net Calls Change
-$2K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Ancora Advisors
Ohio
$17.3M +$355K +21,075 +2%
BFA
27
Beaumont Financial Advisors
Massachusetts
$17.2M -$170K -10,060 -1%
OIM
28
Opus Investment Management
Massachusetts
$16.7M
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$15.6M +$1.86M +110,570 +14%
DWM
30
Destination Wealth Management
California
$15.3M +$422K +25,070 +3%
HB
31
Homrich & Berg
Georgia
$12.7M -$105K -6,255 -0.8%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$4.56M +270,420 +65%
Goldman Sachs
33
Goldman Sachs
New York
$11.5M -$939K -55,710 -8%
AG
34
Advisor Group
Arizona
$11.3M +$1.34M +79,585 +14%
BUB
35
BBVA USA Bancshares
Texas
$10.6M +$541K +32,130 +5%
AWA
36
ARS Wealth Advisors
Florida
$9.34M -$2.06M -122,185 -18%
NEAM
37
New England Asset Management
Connecticut
$9.28M
RJA
38
Raymond James & Associates
Florida
$8.98M +$3.88M +230,265 +79%
NA
39
Nottingham Advisors
New York
$8.49M -$1.61M -95,730 -16%
MML Investors Services
40
MML Investors Services
Massachusetts
$8.07M +$1.01M +59,910 +15%
SMA
41
Simply Money Advisors
Ohio
$7.61M -$1.57M -93,220 -17%
CA
42
Cetera Advisors
Colorado
$7.38M -$371K -22,045 -5%
BHB
43
Bank Hapoalim BM
Israel
$7.15M -$416K -24,685 -6%
Stifel Financial
44
Stifel Financial
Missouri
$6.82M -$244K -14,495 -4%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$6.76M +$352K +20,895 +6%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$6.69M -$997K -59,135 -13%
JP Morgan Chase
47
JP Morgan Chase
New York
$6.55M -$2.48M -147,305 -28%
MCM
48
MV Capital Management
Maryland
$6.46M -$122K -7,260 -2%
NAM
49
NTV Asset Management
West Virginia
$6.35M +$42.2K +2,505 +0.7%
KFP
50
Keystone Financial Planning
Ohio
$6.13M +$257K +15,255 +4%

HDV Hedge Fund Activity: Q3 2017 in Review

327 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Core High Dividend ETF (HDV) for Q3 2017, worth a combined $2.59B — up 5.4% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new HDV positions and 22 closed out — a net gain of 10 holders — while 125 added to existing stakes and 108 trimmed.

The largest buyer was BlackRock, adding an estimated $47.7M. The largest seller was Ameriprise, cutting an estimated $14.4M.

  • 327 institutional investors held iShares Core High Dividend ETF (HDV) as of Q3 2017, up from 321 in Q2 2017.
  • Funds reported $2.59B of iShares Core High Dividend ETF stock for Q3 2017, up 5.4% quarter-over-quarter.
  • 32 funds opened new iShares Core High Dividend ETF positions in Q3 2017 and 22 closed out, a net change of +10 holders.
  • The largest iShares Core High Dividend ETF buyer in Q3 2017 was BlackRock, an estimated $47.7M added.
  • The largest iShares Core High Dividend ETF seller in Q3 2017 was Ameriprise, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2017.